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Disclosery

Betterment LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on VBR, newest first. How the timeline and the estimate are built.

Betterment LLC held 2,812,964 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,812,964 shares
    Change vs previous 13F -104,164 shares

    1.16% of the 13F portfolio, value $683,522,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,917,128 shares
    Change vs previous 13F -102,538 shares

    1.2% of the 13F portfolio, value $633,746,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,019,666 shares
    Change vs previous 13F -80,400 shares

    1.22% of the 13F portfolio, value $639,535,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,100,066 shares
    Change vs previous 13F -100,405 shares

    1.28% of the 13F portfolio, value $647,015,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,200,471 shares
    Change vs previous 13F -152,582 shares

    1.33% of the 13F portfolio, value $624,124,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,353,053 shares
    Change vs previous 13F -193,719 shares

    1.48% of the 13F portfolio, value $624,640,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,546,772 shares
    Change vs previous 13F -151,010 shares

    1.68% of the 13F portfolio, value $702,899,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,697,782 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $742,441,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).